Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • David Chaplin

  • Drew Meredith

  • Giselle Roux

  • Greg Bright

  • James Dunn

  • Lachlan Maddock

NZ Super tops-up top ranks, buys low as market tanks

The NZ Superannuation Fund (NZS) has confirmed a trio of senior appointments, luring two overseas candidates to assume the plum positions. In an update last week, the NZS named Kathryn Kerner, Kevin Wong and Rachael Le Mesurier as respective head of data analytics, senior investment strategist and head of diversity, equity and inclusion. Both Kerner…

David Chaplin | 13th May 2022 | More
Inflation volatility looms in ‘a dangerous time for markets’: Ruffer

The tide is coming in for inflation – but that doesn’t mean there won’t be significant volatility along the way. Investors need to figure out which parts of the economy will catch fire first. “Views on the direction of inflation can be quite fascinating, but only ‘quite’ since no one really knows what they are…

Lachlan Maddock | 14th Jan 2022 | More
ASX slides as Sydney outbreak spreads to Melbourne

Groundhog Day, markets down, unemployment falls, ARB’s run continues The ASX 200 (ASX: XJO) weakened another 0.3% today as Victoria plunged into its fifth lockdown and the outbreak continued to extend in NSW. Just two sectors finished higher, materials up 1.4% and utilities, 0.7%, with the latter benefitting from another 6.3% jump in Spark Infrastructure Group (ASX: SKI). The…

Investor Strategy News | 16th Jul 2021 | More
  • ASX rallies 0.9% on tech, BNPL, health gains

    Strong day for the ASX, private equity buys into Challenger, NSW lockdowns continue  Every sector barring energy and industrials finished higher on Wednesday, with the ASX 200 jumping 0.9%. Buy now pay later groups were among the top performers, with Zip Co Ltd (ASX: Z1P) and Afterpay Ltd (ASX: APT) adding 6.5% and 4.5%, respectively. Challenger Financial Group (ASX: CGF) was the…

    Investor Strategy News | 7th Jul 2021 | More
    ASX drops 1.8% as heat goes out of reflation trade

    ASX dragged down by US sell off, CBA sells general insurance arm, Boral out of the US The ASX 200 (ASX: XJO) followed global markets lower to begin the week, falling 1.8% after being as much as 2% lower during the session. Among the most significant detractors was the Commonwealth Bank of Australia (ASX: CBA), with Australia’s largest company…

    Investor Strategy News | 21st Jun 2021 | More
    Tech surge lifts ASX to fifth straight week of gains

    Fifth straight weekly gain, tech back in favour, commodities tank, AUD weakens The ASX 200 (ASX: XJO) finished 0.1% higher on Friday as markets continued to digest this week’s change of heart from the Federal Reserve.  The IT sector overcame valuation concerns to jump 3.5% higher on Friday and 6.1% over the week. Leading the market was Afterpay (ASX: APT)…

    Investor Strategy News | 20th Jun 2021 | More
  • Hawkish Fed knocks ASX from its record-setting perch

    Rough day as rate hike hits, Challenger, Seven, Coles offer market updates The ASX 200 (ASX: XJO) finished down 0.4% on Thursday in what some are calling a sell-off after news that the Federal Reserve may hike interest rates earlier than expected, in 2023. Markets took this with a grain of salt, not selling off heavily, ending more focused…

    Investor Strategy News | 17th Jun 2021 | More
    ASX edges to fourth straight record high

    ASX records continue despite mining sell off, energy stronger, lithium deals continue The ASX 200 (ASX: XJO) finished at another record, adding 0.1% on Wednesday despite weakening throughout the day. Most sectors finished higher, led by the energy sector, up 1.5%, with the materials and IT down 1.6% and 0.4%, respectively. It was bad news for those…

    Investor Strategy News | 16th Jun 2021 | More
  • Banks boom to send ASX higher on Friday

    ASX retakes 7,000, iron ore falls, CBA hits new record, dispersion grows  The ASX200 (ASX:XJO) finished the week on a positive note, moving 0.5% higher and retaking the 7,000-point level. Every sector was higher barring materials, with Fortescue (ASX:FMG) and BHP Group (ASX:BHP) falling 2.8% and 1.5% respectively after the iron ore price dropped 9.5% during the day. On the positive side, the…

    Investor Strategy News | 16th May 2021 | More
    ASX closes at new 14-month high

    ASX hits 14-month high, ANZ dividend surprise, Nearmap upgrades revenue guidance  The ASX200 (ASX:XJO) reached a 14-month high, adding 0.4% and once again nearing a record. The primary driver was the healthcare sector, up 1.1%, with key constituent CSL (ASX:CSL) up 2.4% offering the majority of the support. Private hospital, imaging, and COVID-19 testing firm Healius (ASX:HLS) finished flat despite reporting…

    Investor Strategy News | 5th May 2021 | More